13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001068979
Total reported value
$475.9M
$475.9M
95 檔
31.5%
In Q4 2025, Lighthouse Financial Services Inc /adv's U.S. equity holdings reached a combined market value of $475.9M, distributed across 95 disclosed stock positions.
During Q4 2025, Lighthouse Financial Services Inc /adv's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including XLK, XLF, BSV) accounted for 31.5% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLK | Ss Technology Select Sector | ETF-Tech | 12.71% | +1.99% | — | |
| 2 | XLF | Ss Financial Select Sector | ETF-Other | 6.21% | +0.04% | — | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.36% | -0.40% | — | |
| 4 | XLV | Ss Health Care Select Sector | ETF-Other | 5.14% | +0.06% | — | |
| 5 | VOX | Vanguard Communication Servi | ETF-Other | 5.03% | -0.43% | — | |
| 6 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 4.50% | -0.40% | — | |
| 7 | XLI | Ss Industrial Select Sector | ETF-Other | 4.32% | -0.09% | — | |
| 8 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 3.56% | -0.15% | — | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.75% | -0.21% | — | |
| 10 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 2.70% | -0.22% | — | |
| 11 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 2.31% | -0.01% | — | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.29% | +0.11% | — | |
| 13 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 2.04% | -0.16% | — | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.80% | +0.03% | — | |
| 15 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 1.74% | -0.09% | — | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.72% | +0.02% | — | |
| 17 | XLE | Ss Energy Select Sector | ETF-Other | 1.65% | -0.24% | — | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.28% | -0.10% | — | |
| 19 | NFLX | Netflix Inc | Stock-Comm Services | 1.24% | -0.21% | — | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 1.23% | -0.15% | — | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.21% | +0.22% | — | |
| 22 | CSCO | Cisco Systems Inc | Stock-Tech | 1.12% | +0.05% | — | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.12% | -0.13% | — | |
| 24 | VAW | Vanguard Materials ETF | ETF-Other | 1.12% | -0.12% | — | |
| 25 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.07% | -0.10% | — | |
| 26 | MS | Morgan Stanley | Stock-Financials | 0.94% | +0.06% | — | |
| 27 | UBER | Uber Technologies Inc | Stock-Industrials | 0.86% | -0.07% | — | |
| 28 | RTX | Rtx CORP | Stock-Industrials | 0.84% | -0.10% | — | |
| 29 | BAC | Bank Of America CORP | Stock-Financials | 0.83% | +0.02% | — | |
| 30 | DELL | Dell Technologies -c | Stock-Tech | 0.81% | +0.37% | — | |
| 31 | QCOM | Qualcomm Inc | Stock-Tech | 0.80% | -0.48% | — | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.78% | +0.15% | — | |
| 33 | BLK | Blackrock Inc | Stock-Financials | 0.76% | -0.03% | — | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.70% | -0.09% | — | |
| 35 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.67% | -0.08% | — | |
| 36 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.67% | +0.68% | — | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.66% | -0.02% | — | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.66% | -0.11% | — | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.64% | -0.03% | — | |
| 40 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.64% | +0.03% | — | |
| 41 | NDAQ | Nasdaq Inc | Stock-Financials | 0.63% | +0.09% | — | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.56% | -0.02% | — | |
| 43 | HON | Honeywell International Inc | Stock-Industrials | 0.55% | -0.23% | EXIT | |
| 44 | LRCX | Lam Research CORP | Stock-Tech | 0.54% | +0.07% | — | |
| 45 | MDT | Medtronic plc | Stock-Healthcare | 0.52% | -0.07% | — | |
| 46 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.51% | +0.01% | — | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.51% | +0.05% | — | |
| 48 | ELV | Elevance Health Inc | Stock-Healthcare | 0.48% | +0.10% | — | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.47% | -0.08% | — | |
| 50 | ACN | Accenture plc | Stock-Tech | 0.45% | -0.40% | EXIT |
According to official SEC Form 13F filings, Lighthouse Financial Services Inc /adv reported a total U.S. public equity portfolio value of $475.9M across 95 disclosed positions in Q4 2025.
During Q4 2025, Lighthouse Financial Services Inc /adv's top holdings by market value included XLK (12.7%)、XLF (6.2%)、BSV (5.4%). The largest single position, XLK, represented 12.7% of total portfolio value.
In Q4 2025, Lighthouse Financial Services Inc /adv made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.